Unclaimed
John Taylor Worden is a financial advisor with LPL Financial LLC. John has been in the financial industry for over 30 years. John has a strong track record of providing financial advice to individuals, families, and businesses. John has a Series 6 and Series 63 licenses, as well as a Series 65 license. John is also a Registered Representative of LPL Financial. John is experienced in providing financial advice to individuals, families, and businesses in a variety of areas, including investment management, retirement planning, and estate planning. John is dedicated to providing his clients with the highest level of service and helping them achieve their financial goals. John has worked with clients from OSAIC WEALTH, INC. and WOODBURY FINANCIAL SERVICES, INC. in the past. John has a commitment to providing his clients with personalized financial advice and tailored solutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
01/01/2025 - Present
LPL Financial LLC (KNOXVILLE TN)
TN
01/19/2024 - 03/06/2024
OSAIC WEALTH, INC. (KNOXVILLE TN)
TN
07/15/2004 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (KNOXVILLE TN)
DE
07/24/1995 - 07/19/2004
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
DE
09/15/1993 - 03/01/1995
PML SECURITIES COMPANY (NEWARK DE)
IA
Issued 04/21/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Worden is the right advisor for you? Invested Better is here to help.